About LOISX
Lord Abbett Intermediate Tax Free Fund Class F3 is an open-end municipal bond mutual fund focused on delivering a high level of income that is exempt from federal income tax. According to its prospectus, the fund normally invests at least 80% of net assets in municipal bonds, primarily investment grade securities, while permitting up to a minority allocation to lower-rated issues to enhance diversification and income potential within defined risk parameters. The strategy targets an intermediate duration profile by using the volatility of the Bloomberg 1–15 Year Municipal Bond Index as an approximation of reasonable risk. The fund distributes income monthly and emphasizes broad sector exposure across general obligation and revenue-backed segments such as healthcare, education, transportation, utilities, and housing to reflect the diverse financing needs of state and local issuers. It is managed by Lord, Abbett & Co. LLC and, as of June 30, 2025, reported multi‑billion‑dollar assets, hundreds of holdings, and a stated net expense ratio for this share class. The fund serves investors seeking federally tax-exempt income with an intermediate municipal market focus.
Fund Family Lord Abbett
Category Muni National Interm
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LOISX
Share Class Class F3
LOISX had a total return of 6.47% in the past year, including dividends.
Since the fund's inception, the average annual return has been 2.44%.
